Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
Does the BUSY support reordering of raw materials based on production plans and inventory levels?
The production voucher entry provides valuable insights into the manufacturing operations, helps manage inventory levels, and facilitates accurate cost accounting.
Step1: Inventory Management Module: BUSY has a dedicated inventory management module that allows you to maintain detailed records of all raw materials and finished goods.
Step 2 : Inventory Levels Tracking: BUSY keeps track of inventory levels for each raw material in real-time. You can set minimum and maximum stock levels for each item..
Step 3 : Reorder Point: BUSY allows you to define a reorder point for each raw material. When the stock level reaches or falls below the reorder point, it triggers the reordering process.
Step 4 : Production Plans Integration: BUSY can integrate with production planning data to understand the production schedule and requirements for each raw material.
Step 5 : Purchase Order Tracking: BUSY allows you to track the status of purchase orders from creation to receipt, ensuring timely delivery of raw materials.
How to add Purchase voucher like Tally in BUSY?
To set up and use the Purchase Tally feature in BUSY, you can follow these steps:
1. Open the BUSY and go to the Purchase module.
2. Click on the "New Voucher" button to create a new purchase voucher.
3. Fill in the necessary details such as the supplier's name, invoice number, date, and other relevant information.
4. In the voucher, you can enter the items purchased, their quantities, rates, and any additional charges like freight or packing charges.
5. If applicable, you can also enter the taxes like GST as inclusive or exclusive amounts.
6. Once you have entered all the required information, save the voucher.
7. To view or edit the purchase vouchers, you can go to the Purchase Register or use the search option.
8. If you need to delete a purchase voucher, you can select it and choose the delete option.
These steps should help you set up and use the Purchase Tally feature in BUSY.
How do I apply tax in my invoices?
To apply tax in bill please follow below points:
Step 1: If all the items have similar tax rate then mention sale/purchase type as local or centra-18% or 12% or any specific percentage of them that is availbale in the dropdown then apply the tax in bill sundry by pressing F4 key
Step 2: If you have multiple tax rate for the items in that case select sale/purchase type as itemwise or multirate
Step 3: If you have selected multirate then you can apply tax in bill sundry
Step 4: If you have selected item wise in that case when you press enter button in anount column of each item tax will be calculated accordingly
Step 5: If the tax is included in your price that you have entered in that case select sale/purchase type as taxinclusive
Step 6: Afterwards when you will press enter after the amount column of each item tax will be applied
How do I create a sale voucher for multiple items if i have multiple tax rates in each item ?
If you want to create a sale voucher for multiple items in case if you have multiple tax rates in each item please follow these steps:
Step 1: Make sure you have specified the accurate and correct tax category in all the items
Step 2: Then Go to transactions menu
Step 3: Then click on voucher such as sale and purchase etc
Step 4: Then click on add button to create a invoice
Step 5: Then specify the required fields such as series name voucher number and date accordingly
Step 6: Then mention the sale/purchase type as item-wise,multirate or tax inclusive as per the requirements
Step 7: If you have selected sale/purchase type as item-wise or tax inclusive tax will be applied after you press the enter key on amount column of each item
Step 8: If you have selected sale/purchase type as multirate in that case tax will be applied on bill sundry grid by pressing F4 key
The software is not showing my sales entries. How can I get the sales data to appear properly?
Issue: I can't find my sales entries in the software. What should I do to fix this?
Step 1: Check User Rights
First, check if you are a sub-user in the software. Sub-users might not have permission to access sales entries. If this is the case, ask the main user (superuser) to grant you access to these reports.
Step 2: Verify sales Generation
Make sure that the sales entires are being created and saved correctly within the software. If they are not generated properly, there won't be any receipts to find.
Step 3: Navigate Correctly
Confirm that you are looking in the right place or section of the software where payment receipts are stored.
Step 4: Check if the transactions are waiting for approval. If they are, you'll need to approve them first before they show up in the reports.
Step 5: Look for incomplete vouchers in the housekeeping option.
I am getting an internal error when trying to manipulate or edit a voucher. What could be the cause?
If you are getting an internal error while trying to edit a voucher you can ensure below points to solve this error:
1. Ensure that you have specify all the required fields correctly in the voucher
2. Make sure you are using latest release of BUSY
3. Make sure you have open the invoice of current financial year if not then open that financial year after thet try to modify the entry
4. Ensure the all the required configuration for the voucher is correct as per your requirements
5. Ensure that you have specify correct amount and you have adjusted tax rate properly in the invoice
6. Make sure you have specific rights to modify the invoice
7. If you are subuser then login with superuser in the company then try to modify it or give specific rights to that user
8. If the same issue persist then check the error description and try to solve it accordingly
How to find and select the LUT number of the customer in BUSY while generating invoice?
In BUSY, there isn't a specific dedicated field for LUT (Letter of Undertaking) numbers for customers or companies. However, if you need to include or reference the LUT number:
For Customers: You can specify the LUT number in the optional field of the customer account master. To enable this option, go to Administration, then Configuration, then Masters Configuration. Select the Master type as Account and set up the optional field to capture the LUT number for customers.
For Companies: If you need to mention the LUT number in invoices, you can include it in the invoice description or standard format. Access the sales invoice, configure the header options, and consider including the LUT number in the daily message field (if you intend to print it on the sales invoice).
It's important to note that LUT numbers are typically relevant for specific export transactions. Make sure to use this feature appropriately for such transactions.
How do you handle partial deliveries in a sales challan voucher entry?
To handle partial deliveries in a sales challan voucher entry follow the below steps:
Step1:
Generate Sales Invoice: Enter the necessary voucher details:
A)Transaction Type: Select "Against Challan" as the type.
B)Voucher Date: Enter the date of the invoice.
C)Voucher Number: Automatically generated by the software or manually entered, depending on your setup.
Step 2:
Selecting Inventory Items:Choose the inventory items being delivered. Enter the quantity to be delivered for each item based on the partial delivery details.
Step 3:
Monitor Remaining Balance:Keep track of the remaining balance of the challan quantity for each item. You can do this by maintaining a record of the total challan quantity and deducting the quantity delivered in each partial delivery.
Step 4:
Generate Sales Invoice:When the remaining balance is ready to be delivered, you can convert the sales challan voucher into a sales invoice. To do this, locate the sales challan voucher and use the "Convert to Sales Invoice"
How do I create, edit and delete invoice/bills in the software?
To create Invoice / Bill in BUSY, you can follow these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select voucher type which you want to create such as Sales, Purchase, etc.
Step 3: Click on Add and enter all the necessary details such as date, Vch no., Party Name, Item, etc and save.
If you want to modify or delete your invoice or bills in BUSY, you can follow these steps:
Step 1: Go to the Transaction menu and choose the voucher type that you want to modify or delete, such as Sales, Purchase, etc.
Step 2: Click on Modify and open the voucher that you want to change or remove.
Step 3: Make the necessary changes and save them again.
Step 4: To delete the voucher, click on Delete button or press F8 after opening it.
Step 5: You can open the voucher from the voucher list or from the releated ledger.
Can I maintain the GST electric expenses from the purchase voucher?
You can add the electric expenses charges in the purchase voucher either as an item master or as a bill sundry.
Pls follow the below steps for as an item :
Step 1: Click on administration and then masters
Step 2: Then Item and add by the name of electric expense charges
Step 3: In the left side, mention the service charge account under specify purchase account
Step 4: On the right bottom, enable the option dont maintain stock balance then save it
Please follow the below steps for as bill sundry :
Step 1: Click on administration and then masters
Step 2: Then bill sundry and add by the electric charges and select the bill sundry type as addictive and nature as others.
Step 3: In left bottom, for accounting in purchase, enable the affect accounting and adjust in the purchase amount then tag the additional charges account in the option account head to post and save it.
